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NorthRock Partners’s FlexShares iBoxx 3-Year Target Duration TIPS Index Fund TDTT Stock Holding History

NorthRock Partners’s Portfolio TDTT Stock Details TDTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-21,263
Closed -$502K – 870
2024
Q2 		$502K Buy
+21,263
New +$500K 0.02% 344

Other funds holding TDTT

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Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $271M AUM 11.79% 1-Year Est. Return
V
VeraBank Henderson, Texas $546M AUM 18.74% 1-Year Est. Return

NorthRock Partners's TDTT Position: Q3 2024 in Review

NorthRock Partners sold out of FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) in Q3 2024, closing a stake of 21,263 shares — an estimated $502K sold.

NorthRock Partners first reported a position in TDTT in Q2 2024 and held it in 1 quarter. The position peaked at $502K in Q2 2024. 95 funds tracked by Wall St. Rank hold TDTT as of Q3 2024.

  • NorthRock Partners reported no remaining FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position as of Q3 2024 after selling out during the quarter.
  • NorthRock Partners sold 21,263 FlexShares iBoxx 3-Year Target Duration TIPS Index Fund shares in Q3 2024, an estimated $502K.
  • NorthRock Partners first reported a position in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund in Q2 2024 and held it in 1 quarter.
  • NorthRock Partners's FlexShares iBoxx 3-Year Target Duration TIPS Index Fund position peaked at $502K in Q2 2024.
  • 95 funds tracked by Wall St. Rank held FlexShares iBoxx 3-Year Target Duration TIPS Index Fund as of Q3 2024.

Based on NorthRock Partners's 13F filing for Q3 2024, filed 30 Oct 2024.